should you use Patriot as your financial advisor?
To the extent Patriot is engaged, the firm provides uncompromised, objective financial and investment
includes reviews of the following areas: estate planning,
investments, employee benefits including stock option analysis,
insurance, retirement, cash flow and income taxation, education
analysis and specific client concerns. Patriots financial
plans include specific recommendations that can be implemented
through the clients existing professional relationship(s).
While many firms create financial plans, few firms help the client implement the final recommendations. Even
fewer firms continuously maintain their clients financial
affairs through proactive financial maintenance. Once your
initial financial plan is prepared and implemented, Patriot
keeps all of your financial affairs maintained and continues
to proactively advise you and your family in regard to all
matters that affect them financially.
Firm with Extensive Resources
Structured affiliations allow Patriot to remain a small firm
dedicated to providing its clients with the best advice while
having access to the best investment resources, platforms
and technology available.
Senior Financial Advisors
Patriots Senior Financial Advisors have,
on average, more than 10 years of planning experience and
advanced certifications in tax, law, investments and business.
Meetings will be initiated and facilitated by Patriot
Senior Financial Advisors at our office, or we will come to your office or home in an effort to not inconvenience
you and your family. Intra-meeting communication is unlimited
and will be telephone, fax or e-mail based.
Planning for the Family
Patriot will work to educate and integrate the
entire family into the planning and implementation process.
If married, it is integral for both spouses to be participants
in the planning process.
Patriot is committed to providing two direct firm
contacts. Senior Financial Advisor continuity is of the highest
priority. Client relationships will not change hands within
the firm; a service team will be assigned to each client for
the duration of the relationship.
Patriot's goal is to simplify and manage each client's financial
affairs. Patriot will quarterback the client's team of professionals
or make available a team of providers to you. Complete coordination
allows each client the comfort that is afforded by knowing
their financial world is well organized.
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